Sowell Financial Services’s ENI E Stock Holding History

Sowell Financial Services’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-164	Closed	-$3K	–	3150
2020 Q4	$3K	Buy	+164	New	+$2.97K	﹤0.01%	2388
2020 Q3	–	Sell	-155	Closed	-$3K	–	2570
2020 Q2	$3K	Sell	155 -102	-40%	-$1.96K	﹤0.01%	2031
2020 Q1	$5K	Buy	257 +102	+66%	+$2.59K	﹤0.01%	1810
2019 Q4	$5K	Hold	155	–	–	﹤0.01%	1896
2019 Q3	$5K	Buy	+155	New	+$4.8K	﹤0.01%	1756

Other funds holding E

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sowell Financial Services's E Position: Q1 2021 in Review

Sowell Financial Services sold out of ENI (E) in Q1 2021, closing a stake of 164 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in E in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q1 2020. 132 funds tracked by Wall St. Rank hold E as of Q1 2021.

Sowell Financial Services reported no remaining ENI position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 164 ENI shares in Q1 2021, an estimated $3K.
Sowell Financial Services first reported a position in ENI in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's ENI position peaked at $5K in Q1 2020.
132 funds tracked by Wall St. Rank held ENI as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.